By default, the Business Plan includes financial reports in the Financials and Appendix chapters. However, you can add or delete reports to customize your plan.
Adding a Reports section
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Navigate to the chapter where you want to add the report.
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From the Add Section panel on the right side, click and drag the Reports option and drop it where you want the section to be.
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Select a report to display from the dropdown list.
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Choose the range of years to display data from.
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Select a view format: Yearly, Quarterly, or Monthly.
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Check the Chart box to include a visual representation of the data.
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Check the Table box to display numerical data in a structured format.
Deleting a Reports section
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Navigate to the chapter where you want to delete a report.
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Hover your mouse cursor over the section you want to delete.
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Click the bin icon in the top right corner of the section to remove it permanently.
Note: The section will instantly be deleted without any prompt, so make sure that you are deleting the right section.
By following these steps, you can customize reports to better represent your business data in Bizplan.